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Morningstar shares owned by SW Investment Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by SW Investment Management from 13F filings

Historical chart of SW Investment Management investment in Morningstar

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All positions including Morningstar held by SW Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by SW Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.7M 20k 336.76